W. P. Carey Inc.
WPC- 交易所
- NYSE
- 產業
- Real Estate Investment Trusts
- SEC CIK
- 0001025378
近 90 天，W. P. Carey Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 905 家機構在 13F 申報持有，市值合計 $128.2 億；沒有大師持有。
2021 年第 2 季 13F 持有人
W. P. Carey Inc. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 699
- 較 2021 年第 1 季 +52 家
- 持有股數
- 1.08 億
- 較 2021 年第 1 季 +633.3 萬 (+6.2%)
- 總市值
- $80.9 億
- 較 2021 年第 1 季 +$8.57 億 (+11.8%)
- 新進機構
- 91
- 另有 283 家加碼
- 清倉機構
- 39
- 另有 193 家減碼
另有 6 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WPC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 905 | $128.2 億 |
| 2026 年第 1 季 | 869 | $116.9 億 |
| 2025 年第 4 季 | 857 | $106.2 億 |
| 2025 年第 3 季 | 819 | $105.9 億 |
| 2025 年第 2 季 | 820 | $97.9 億 |
| 2025 年第 1 季 | 823 | $98.2 億 |
| 2024 年第 4 季 | 782 | $81.6 億 |
| 2024 年第 3 季 | 805 | $91.7 億 |
| 2024 年第 2 季 | 784 | $81.6 億 |
| 2024 年第 1 季 | 773 | $87.1 億 |
| 2023 年第 4 季 | 782 | $104.6 億 |
| 2023 年第 3 季 | 746 | $75.9 億 |
| 2023 年第 2 季 | 820 | $92.1 億 |
| 2023 年第 1 季 | 838 | $106.4 億 |
| 2022 年第 4 季 | 855 | $106.0 億 |
| 2022 年第 3 季 | 798 | $93.6 億 |
| 2022 年第 2 季 | 813 | $104.4 億 |
| 2022 年第 1 季 | 785 | $93.7 億 |
| 2021 年第 4 季 | 768 | $93.1 億 |
| 2021 年第 3 季 | 717 | $81.5 億 |
| 2021 年第 2 季 | 699 | $80.9 億 |
| 2021 年第 1 季 | 653 | $72.5 億 |
2021 年第 2 季持有機構
每家機構持有 W. P. Carey Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 102,015 | $761.2 萬 | 0.24% | +14,987+17.2% | 加碼 |
| Marshall Wace North America L.P. | 98,778 | $737.1 萬 | 0.03% | +76,935+352.2% | 加碼 |
| Two Sigma Advisers, LP | 98,400 | $734.3 萬 | 0.02% | −292,600−74.8% | 減碼 |
| TD Asset Management Inc | 87,637 | $707.1 萬 | 0.01% | +33,862+63.0% | 加碼 |
| Neuberger Berman Group LLC | 92,849 | $689.6 萬 | 0.01% | −714−0.8% | 減碼 |
| Nisa Investment Advisors, LLC | 90,819 | $677.7 萬 | 0.04% | −1,544−1.7% | 減碼 |
| Virginia Retirement Systems Et Al | 90,600 | $676.1 萬 | 0.07% | −6,800−7.0% | 減碼 |
| Gateway Investment Advisers LLC | 90,164 | $672.8 萬 | 0.07% | −220−0.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 89,182 | $666.2 萬 | 0.13% | +2,828+3.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 87,888 | $655.8 萬 | 0.02% | −61,121−41.0% | 減碼 |
| State of Wisconsin Investment Board | 87,362 | $651.9 萬 | 0.01% | −2,572−2.9% | 減碼 |
| SG Americas Securities, LLC | 86,789 | $647.6 萬 | 0.03% | +27,376+46.1% | 加碼 |
| Janney Montgomery Scott LLC | 85,132 | $635.3 萬 | 0.03% | +5,045+6.3% | 加碼 |
| Stifel Financial Corp | 85,035 | $634.5 萬 | 0.01% | +68,121+402.7% | 加碼 |
| Employees Retirement System of Texas | 84,500 | $630.5 萬 | 0.08% | 00.0% | 不變 |
| EWG Elevate Inc. | 83,851 | $626.4 萬 | 2.43% | +2,015+2.5% | 加碼 |
| Andra AP-fonden | 82,800 | $617.9 萬 | 0.13% | +7,600+10.1% | 加碼 |
| Cetera Advisors LLC | 81,164 | $605.6 萬 | 0.14% | +56,089+223.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 80,079 | $597.5 萬 | 0.07% | +80,079 | 新進 |
| Sheets Smith Wealth Management | 79,243 | $591.3 萬 | 0.80% | +200+0.3% | 加碼 |
| First Trust Advisors LP | 79,023 | $589.7 萬 | 0.01% | +60,318+322.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 76,585 | $571.5 萬 | 0.03% | −5,196−6.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 76,389 | $570.0 萬 | 0.02% | −15,023−16.4% | 減碼 |
| Standard Life Aberdeen plc | 75,489 | $563.3 萬 | 0.01% | +16,238+27.4% | 加碼 |
| State of Alaska, Department of Revenue | 74,263 | $554.1 萬 | 0.06% | +6,551+9.7% | 加碼 |
| Handelsbanken Fonder AB | 73,587 | $549.1 萬 | 0.03% | +31,380+74.3% | 加碼 |
| Rock Point Advisors, LLC | 73,569 | $549.0 萬 | 1.58% | +65+0.1% | 加碼 |
| Stony Point Wealth Management Inc. | 73,535 | $548.7 萬 | 3.56% | +4,552+6.6% | 加碼 |
| Caas Capital Management LP | 71,414 | $532.9 萬 | 0.28% | +71,414 | 新進 |
| FMR LLC | 71,192 | $531.2 萬 | 0.00% | −4,623−6.1% | 減碼 |
| Tudor Investment Corp Et Al | 70,577 | $526.6 萬 | 0.11% | −135,850−65.8% | 減碼 |
| GSI Capital Advisors LLC | 69,891 | $521.5 萬 | 2.41% | +69,891 | 新進 |
| Inspirion Wealth Advisors, LLC | 69,579 | $519.2 萬 | 1.28% | −1,287−1.8% | 減碼 |
| CIBC World Markets Corp | 68,591 | $511.8 萬 | 0.04% | +68,591 | 新進 |
| Te Ahumairangi Investment Management Ltd | 68,252 | $509.3 萬 | 0.67% | +500+0.7% | 加碼 |
| Pinz Capital Management, LP | 67,900 | $506.7 萬 | 1.53% | +67,900 | 新進 |
| Guggenheim Capital LLC | 64,833 | $483.8 萬 | 0.03% | +255+0.4% | 加碼 |
| Royal London Asset Management Ltd | 64,761 | $483.3 萬 | 0.02% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 64,028 | $477.8 萬 | 0.06% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 64,024 | $477.7 萬 | 0.03% | −2,470−3.7% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 61,900 | $461.9 萬 | 0.02% | +61,900 | 新進 |
| Daiwa Securities Group Inc. | 61,481 | $458.8 萬 | 0.03% | +1,178+2.0% | 加碼 |
| Surevest, LLC | 61,018 | $455.3 萬 | 1.19% | +61,018 | 新進 |
| Blair William & Co | 60,661 | $452.7 萬 | 0.02% | −295−0.5% | 減碼 |
| Ensign Peak Advisors, Inc | 60,495 | $451.5 萬 | 0.01% | +23,990+65.7% | 加碼 |
| Bank of Montreal | 56,804 | $432.3 萬 | 0.00% | +32,810+136.7% | 加碼 |
| Karpas Strategies, LLC | 57,825 | $431.5 萬 | 1.53% | −400−0.7% | 減碼 |
| Pensionfund DSM Netherlands | 57,800 | $431.3 萬 | 0.55% | +2,500+4.5% | 加碼 |
| Aviva PLC | 56,370 | $420.6 萬 | 0.02% | −1,179−2.0% | 減碼 |
| Forsta Ap-Fonden | 55,600 | $414.9 萬 | 0.05% | −15,600−21.9% | 減碼 |
| Storebrand Asset Management AS | 55,126 | $411.4 萬 | 0.02% | 00.0% | 不變 |
| Toronto Dominion Bank | 55,125 | $411.3 萬 | 0.01% | −1,389−2.5% | 減碼 |
| Mutual Advisors, LLC | 55,065 | $410.9 萬 | 0.24% | +2,753+5.3% | 加碼 |
| Wellington Shields Capital Management, LLC | 54,622 | $407.6 萬 | 0.49% | +252+0.5% | 加碼 |
| Qube Research & Technologies Ltd | 53,057 | $395.9 萬 | 0.05% | +4,804+10.0% | 加碼 |
| Janus Henderson Group PLC | 52,722 | $393.4 萬 | 0.00% | +983+1.9% | 加碼 |
| Bessemer Group Inc | 52,647 | $392.9 萬 | 0.01% | +8,647+19.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 52,402 | $391.0 萬 | 0.02% | −31,054−37.2% | 減碼 |
| Meritage Portfolio Management | 52,189 | $389.4 萬 | 0.23% | +18,113+53.2% | 加碼 |
| SOA Wealth Advisors, LLC. | 52,151 | $389.1 萬 | 1.00% | −5,234−9.1% | 減碼 |
| Cetera Investment Advisers | 51,997 | $388.0 萬 | 0.06% | +2,970+6.1% | 加碼 |
| Renaissance Technologies LLC | 51,000 | $380.6 萬 | 0.00% | −431,200−89.4% | 減碼 |
| Capital Square, LLC | 48,199 | $380.0 萬 | 2.80% | +1,064+2.3% | 加碼 |
| Nkcfo LLC | 50,400 | $376.1 萬 | 1.26% | +25,200+100.0% | 加碼 |
| Thrivent Financial for Lutherans | 50,335 | $375.6 萬 | 0.01% | +100+0.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 50,000 | $373.1 萬 | 0.01% | +50,000 | 新進 |
| Arizona State Retirement System | 49,578 | $370.0 萬 | 0.03% | −994−2.0% | 減碼 |
| Hallmark Capital Management Inc | 49,216 | $367.2 萬 | 0.31% | +2,855+6.2% | 加碼 |
| Van Eck Associates Corp | 48,661 | $363.1 萬 | 0.01% | +21,162+77.0% | 加碼 |
| Private Advisor Group, LLC | 47,190 | $352.1 萬 | 0.03% | −253−0.5% | 減碼 |
| MML Investors Services, LLC | 45,711 | $341.1 萬 | 0.03% | +10,063+28.2% | 加碼 |
| NewSquare Capital LLC | 43,905 | $327.6 萬 | 0.39% | +43,905 | 新進 |
| Hoylecohen, LLC | 43,616 | $325.5 萬 | 0.31% | +262+0.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 43,594 | $325.3 萬 | 0.00% | +540+1.3% | 加碼 |
| HighPoint Advisor Group LLC | 43,268 | $322.9 萬 | 0.33% | +1,458+3.5% | 加碼 |
| Cozad Asset Management Inc | 43,208 | $322.4 萬 | 0.51% | −1,291−2.9% | 減碼 |
| Bahl & Gaynor Inc | 43,170 | $322.1 萬 | 0.02% | −250−0.6% | 減碼 |
| Allegiant Private Advisors, LLC | 41,624 | $310.6 萬 | 0.50% | −8,936−17.7% | 減碼 |
| Rench Wealth Management, Inc. | 41,085 | $306.6 萬 | 1.53% | +1,586+4.0% | 加碼 |
| Cetera Advisor Networks LLC | 40,608 | $303.0 萬 | 0.04% | +16,777+70.4% | 加碼 |
| Creative Planning | 39,802 | $297.0 萬 | 0.01% | −567−1.4% | 減碼 |
| Evanson Asset Management, LLC | 39,617 | $295.6 萬 | 0.31% | +20+0.1% | 加碼 |
| Avantax Advisory Services, Inc. | 39,579 | $294.6 萬 | 0.05% | −1,108−2.7% | 減碼 |
| Hantz Financial Services, Inc. | 39,248 | $292.9 萬 | 0.11% | +3,353+9.3% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,338 | $286.1 萬 | 0.03% | −7,600−16.5% | 減碼 |
| SeaBridge Investment Advisors LLC | 36,944 | $275.7 萬 | 0.89% | −1,018−2.7% | 減碼 |
| RPg Family Wealth Advisory, LLC | 36,314 | $274.8 萬 | 1.11% | +36,314 | 新進 |
| M Holdings Securities, Inc. | 35,975 | $268.4 萬 | 0.26% | +280+0.8% | 加碼 |
| Victory Capital Management Inc | 35,051 | $261.6 萬 | 0.00% | −486−1.4% | 減碼 |
| Excalibur Management Corp | 34,887 | $260.3 萬 | 1.18% | −44−0.1% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 34,860 | $260.1 萬 | 2.22% | −400−1.1% | 減碼 |
| Vestcor Inc | 34,739 | $259.2 萬 | 0.09% | +10,292+42.1% | 加碼 |
| Eii Capital Management, Inc. | 33,822 | $252.4 萬 | 1.19% | −1,307−3.7% | 減碼 |
| Russell Investments Group, Ltd. | 33,843 | $252.4 萬 | 0.00% | −673−1.9% | 減碼 |
| Weaver Consulting Group | 33,693 | $251.4 萬 | 1.42% | −500−1.5% | 減碼 |
| EP Wealth Advisors, LLC | 33,676 | $251.3 萬 | 0.07% | −8,135−19.5% | 減碼 |
| SEI Investments Co | 33,993 | $250.5 萬 | 0.01% | +1,879+5.9% | 加碼 |
| Utah Retirement Systems | 33,476 | $249.8 萬 | 0.03% | +100+0.3% | 加碼 |
| Nissay Asset Management Corp | 33,382 | $249.1 萬 | 0.02% | +1,251+3.9% | 加碼 |
| Colonial Trust Advisors | 33,315 | $248.6 萬 | 0.30% | +7,470+28.9% | 加碼 |